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Newbridge Financial Services Group’s Weyerhaeuser WY Stock Holding History

Newbridge Financial Services Group’s Portfolio WY Stock Details WY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.8K Buy
1,955
+252
+15% +$6.12K 0.01% 503
2026
Q1 		$41.6K Hold
1,703
– – 0.01% 467
2025
Q4 		$40.3K Hold
1,703
– – 0.01% 477
2025
Q3 		$42.2K Hold
1,703
– – 0.01% 551
2025
Q2 		$43.8K Hold
1,703
– – 0.01% 532
2025
Q1 		$49.9K Sell
1,703
-309
-15% -$9.2K 0.01% 371
2024
Q4 		$56.6K Buy
+2,012
New +$62.8K 0.01% 377
2024
Q3 		– Sell
-1,953
Closed -$55.4K – 1124
2024
Q2 		$55.4K Hold
1,953
– – 0.02% 358
2024
Q1 		$70.1K Sell
1,953
-580
-23% -$19.6K 0.03% 338
2023
Q4 		$88.1K Hold
2,533
– – 0.04% 296
2023
Q3 		$77.7K Hold
2,533
– – 0.04% 340
2023
Q2 		$84.9K Hold
2,533
– – 0.04% 344
2023
Q1 		$76.3K Hold
2,533
– – 0.04% 368
2022
Q4 		$78.5K Hold
2,533
– – 0.05% 355
2022
Q3 		$72K Hold
2,533
– – 0.04% 364
2022
Q2 		$84K Hold
2,533
– – 0.05% 293
2022
Q1 		$96K Hold
2,533
– – 0.05% 313
2021
Q4 		$104K Sell
2,533
-466
-16% -$17.7K 0.05% 300
2021
Q3 		$107K Hold
2,999
– – 0.07% 260
2021
Q2 		$103K Hold
2,999
– – 0.06% 279
2021
Q1 		$107K Sell
2,999
-200
-6% -$6.81K 0.08% 243
2020
Q4 		$107K Sell
3,199
-800
-20% -$24.1K 0.09% 215
2020
Q3 		$114K Buy
+3,999
New +$110K 0.11% 182

Other funds holding WY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Newbridge Financial Services Group's WY Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Weyerhaeuser (WY) stake by 15% in Q2 2026, buying an estimated $6.12K and bringing the position to 1,955 shares worth $46.8K. The position accounts for 0.01% of the portfolio, ranked #503.

Newbridge Financial Services Group first reported a position in WY in Q3 2020 and has held it in 23 quarters since. The position peaked at $114K in Q3 2020. 901 funds tracked by Wall St. Rank hold WY as of Q2 2026.

  • Newbridge Financial Services Group held 1,955 shares of Weyerhaeuser worth $46.8K as of Q2 2026.
  • Newbridge Financial Services Group bought 252 Weyerhaeuser shares in Q2 2026, an estimated $6.12K.
  • Weyerhaeuser made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #503 holding.
  • Newbridge Financial Services Group first reported a position in Weyerhaeuser in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's Weyerhaeuser position peaked at $114K in Q3 2020.
  • 901 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.